The MAGA 7 Report
President Donald Trump has hit his second term running. As part of his “Make America Great Again” agenda, he’s proposed bold regulatory cuts, and is pushing hard for them at the agency level already.
He’s been working with a narrow Republican majority in Congress to extend current tax rates, and work to find ways to lower them further.
Trump has also proposed a series of tariffs, which can be a bit more of a wild card. Typically, a tariff acts as a tax. But it can be used to raise revenue on imported goods, rather than, say, an individual’s income.
Overall, the stock market has responded positively to Trump’s agenda, first since his election victory in November 2024, and now in his first few weeks in office.
But it’s clear that there will be some big winners and losers from this MAGA agenda. We’ve identified seven stock well-poised to benefit from the MAGA agenda – and these MAGA 7 stocks should be a part of your portfolio as Trump’s agenda continues to push forward.
MAGA Stock #1: Taiwan Semiconductor (TSM)
President Trump’s pro-America agenda starts with manufacturing. As long as it’s made in America, any company, no matter where it’s headquartered globally, can profit.
Taiwan Semiconductor (TSM), is a surprising MAGA play, but it fits in perfectly with Trump’s moves to ensure America remains the leader in AI technology and research.
The manufacturer has broken ground on a massive, state-of-the-art facility in Arizona. The move will keep its top chip manufacturing in the United States, and make the island of Taiwan a much less attractive target for an invasion by mainland China.
Taiwan Semiconductor designs, manufactures, and tests microchips for a variety of applications. It’s the fabricator of choice for better-known designers who don’t make their own chips, including AI darling Nvidia (NVDA).
TSM’s contracting manufacturing services are a big business, as are their chips, which are included in everything from mobile devices to vehicles, as well as wearables and Internet of Things (IoT) chips.
TSM’s business has been booming as companies have been hiring the company to build its latest generation of chips. It’s a critical role that’s likely to see further growth in the future, led by American designs. No matter which chip designer manages to leapfrog another in the age of AI, Taiwan Semiconductor will benefit either way.
MAGA Stock #2: Intel (INTC)
Chipmaker Intel harkens back to a time when America made its own chips. But the manufacturer of personal computer (PC) chips has fallen by the wayside as more advanced graphics processing units (GPUs) and other technologies have come along.
Intel has struggled in recent years, as attempts to grow market share and turn around a stagnant business have failed to materialize. However, like America, Intel could be great again.
There’s already discussion about turning this industry has-been player into to a potential buyout/partnership play for domestic AI chip production. That’s because Intel is still a strong player as a foundry player.
While still behind Taiwan Semiconductor, a potential merger or infusion of capital from other industry players could allow Intel to thrive from producing chips designed from other industry players. The Trump administration has suggested that TSM buy Intel, but it’s still an early idea, and other chip players may consider adding Intel’s fabrication skills to their design skills.
Today, on a valuation basis, Intel is at its cheapest price in decades. And a potential merger could mean a quick profit for today’s buyers. But it could also mean a longer-term revaluation of Intel and its role in the rapidly-changing chipmaker industry.
That makes Intel a potential winner as the MAGA movement sweeps the markets.
MAGA Stock #3: Tesla Motors (TSLA)
Elon Musk has managed to create a lot of fans and detractors across the political aisle, especially with his shift over the past year to support President Trump and the MAGA agenda.
Today, Elon Musk points out on X (formerly Twitter), about the Department of Government Efficiency (DOGE), and its findings as it takes a line-by-line look at federal spending.
But that’s no reason to overlook Tesla Motors. Tesla has, under Musk’s management, become the dominant player in the EV space. In fact, it’s essentially created the electric car market. Before Tesla, EVs had poor acceleration and nearly no range. But the latest Tesla models can go hundreds of miles before a charge, and can even fast-charge.
Other automakers, despite a century head-start, have failed to materially capitalize on the rise of EVs. Competing EV models just aren’t as profitable, with or without federal subsides for EVs. That also includes the Cybertruck, which finally made it to buyers in 2024 after nearly five years of development to get a successful EV truck model to market.
That means that Tesla, which popped on the news of Trump’s election, and has since pulled back, is primed to be another MAGA winner as it continues to improve the quality of its product, drive costs lower, and confound competitors.
MAGA Stock #4: Robinhood Markets (HOOD)
President Trump often spent his first term touting a rising stock market. And it’s true, most presidents are happy to take credit for a rising market.
Meanwhile, Trump’s polices of keeping taxes at current levels and deregulation should help push corporate valuations higher. That should also keep investors excited about a rising market. And that bodes well for brokerage firms.
One of the most popular brokerage platforms today is Robinhood. Robinhood was designed around making investing easy for individual investors, and was one of the first platforms to offer free trading and the ability to buy fractions of shares.
In 2024, a rising stock market and Trump’s election helped Robinhood’s revenues soar a massive 111$ to over $6.6 billion. And total clients continued to rise, indicating that Robinhood continues to build long-term investor interest.
Robinhood also offers investors the ability to invest in cryptocurrencies. That business has soared in 2024 as well, thanks to strength in the cryptocurrency market and rising investor interest. That’s another space where the Trump administration has been pushing for better regulatory clarity, which should make it easier and more comfortable for investors to enjoy in the years ahead.
MAGA Stock #5 Palantir Technologies (PLTR)
In 2024, a new leader in the defense contractor space emerged: Palantir Technologies. Built out of a post-9/11 need for better data intelligence to predict terrorist attacks, Palantir has grown to become the largest defense contractor by market cap.
However, it’s still a small player that could easily become a trillion-dollar player. Palantir’s ability to sort through massive amounts of data to find unusual patterns are useful to American and allied intelligence networks of all stripes.
Palantir also partners with corporations with its big data platform, allowing those companies access to strategic intelligence to better manage their workload and improve their profitability. That includes AI programs that can help oil and gas companies improve their supply chain management, optimize production, and better monitor conditions in real-time.
The data giant is also a partner with big-tech companies building out their AI capacity. In short, Palantir has become an essential governmental and business partner generating high operating margins with its software.
However, while shares have soared higher following President Trump’s election, some fears have set in amid President Trump’s calls to lower defense spending.
It’s likely that Trump is referring to spending on material goods that may no longer pack the punch that they used to in the digital age. For now, those fears look unfounded, but are giving investors the opportunity to get into a great company that’s a major part of the MAGA trend.
MAGA Stock #6: Coinbase (COIN)
President Trump was ambivalent towards cryptocurrencies during his first term. However, while campaigning in 2024, Trump came out as pro-crypto, even going so far as to release his own cryptocurrency shortly before taking office.
Trump’s regulatory choices at the SEC and Secretary of the Treasury point towards a pro-crypto outlook as well, building off of the start of institutional investor interest with the launch of bitcoin ETFs in 2024.
As this trend continues, a big winner could be crypto brokerage Coinbase (COIN).
In late February 2025, Coinbase noted that Trump’s SEC would be dropping a case against the company. The SEC believes that cryptocurrencies are unregulated securities under the law, and that crypto brokerages should not be allowed to sell them.
However, the dismissal of this case is a good first step towards the establishment of a positive regulatory framework for investing in cryptocurrencies.
That bodes well for Coinbase, and its ability to continue acting as one of the easiest crypto platforms in the United States.
Coinbase shares have already been on the rise since 2024 on increased cryptocurrency prices and trading activity, and clearer regulations will only improve the investing case for Coinbase in the MAGA age. Plus, with Coinbase operating as the custodian for most of the crypto ETFs today, Coinbase could prove a longer-term winner beyond Trump’s second term.
MAGA Stock #7: Cleveland Cliffs (CLF)
Trump’s tariff plans have created a mixed signal for the markets. Tariffs can act as a tax on imported goods. And that can create some winners and losers in the impacted markets.
One area where Trump has called for increased tariffs is on includes the extraction and production of metals, such as iron ore and copper. Typically, countries with lower labor costs or heavy government subsidies have become the low-cost producers for those metals.
But the MAGA movement sees an opportunity to make domestic metal production great again. A company like Cleveland Cliffs (CLF) has seen some move higher on headline news, but could be in for a more sustained rally from this trend.
Shares of the steelmaker have been in a downtrend amid lackluster demand for metals and as global competitors have managed to run a more productive business.
However, the prospect of higher steel tariffs could increase Cleveland Cliff’s profitability. And it’s possible that Cleveland Cliffs expands by buying other U.S. metals producers.
In 2024, the company made a bid for U.S. Steel (X), amid their proposed merger with Japanese giant Nippon Steel. The Biden administration nixed the deal, citing national security concerns, and the Trump administration has continued that policy.
But it’s likely that creating a stronger U.S. metals production industry through American mergers could remain on the table. That could also help Cleveland Cliffs, both as a potential acquirer and acquiree, as long as tariffs are likely to shift into high gear as part of the MAGA movement.